EFCAX
Emerald Insights-A
$20.43
-0.02 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 23.451M |
| 52 Week High | 20.45 |
| 52 Week Low | 14.36 |
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Key Data
| Symbol | EFCAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.43 |
| Price Yesterday | 20.45 |
| Market Cap | 23.45 |
| YTD Return | 20.60% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0035 |
| Front Load | 0.0475 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0135 |
Overview
| 52 Week High | 20.45 |
|---|---|
| 52 Week Low | 14.36 |
| Market Cap | 23.45M |
| Shares Outstanding | 1.15M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -21.87% |
|---|---|
| Five Days | 157.85% |
| One Months | 102.30% |
| Three Months | 52.74% |
| Six Months | 48.70% |
| Nine Months | 47.97% |
| One Year | 29.67% |
| Three Years | 5.56% |
| Five Years | 18.54% |
| Ten Years | -999 |
| YTD | 43.83% |
| Since Inception | 13.30% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.90% |
| One Month | 5.75% |
| Three Months | 10.97% |
| Six Months | 21.53% |
| Nine Months | 33.70% |
| One Year | 29.63% |
| Three Years | 17.52% |
| Five Years | 133.54% |
| Ten Years | -999 |
| YTD | 20.60% |
| Since Inception | 244.23% |
Yearly Returns
| 2024 | 20.60% |
|---|---|
| 2023 | 40.81% |
| 2022 | -31.12% |
| 2021 | 23.27% |
| 2020 | 49.67% |
| 2019 | 36.24% |
| 2018 | -9.10% |
| 2017 | 22.54% |
| 2016 | 3.45% |
| 2015 | -0.49% |
Risk against SP-DA
| Alpha | -7.78% |
|---|---|
| Beta | 1.37 |
| Correlation | 97.52% |
| Downside Deviation | 3.70% |
| Coefficient of determination | 95.09% |
| Standard Deviation | 4.53% |
| Sharpe Ratio | 0.06 |
| Sortino | 0.26 |
| Treynor | 17.67 |
| Ulcer Index | 4.87 |
| Ulcer Performance Index | 0.2 |